See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,231 | $87,013+161.1% | $106,213+113.9% | $80,856+181.0% |
| Participation rate | 77.1% | 70.4%+6.7pp | 75.3%+1.8pp | 67.6%+9.5pp |
| Annual return | 13.10% | 17.05%-4.0pp | 116.14%-103.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,460 | $2,395+44.4% | $3,171+9.1% | $2,755+25.6% |
| Participant deferral / active EE | $9,124 | $3,986+128.9% | $5,016+81.9% | $4,296+112.4% |
| Admin fee / account holder | $47,285 | $8,431+460.8% | $11,033+328.6% | $6,918+583.5% |